UBS Group’s LifeX 2060 Longevity Income ETF LFAW Stock Holding History

UBS Group’s Portfolio LFAW Stock Details LFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.3K	Sell	103 -1	-1%	-$180	﹤0.01%	8000
2025 Q4	$18.7K	Buy	104 +99	+1,980%	+$18.1K	﹤0.01%	7830
2025 Q3	$913	Buy	+5	New	+$900	﹤0.01%	9497

Other funds holding LFAW

SRHG

Stone Ridge Holdings Group New York $18.6M AUM 9.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group's LFAW Position: Q1 2026 in Review

UBS Group reduced its LifeX 2060 Longevity Income ETF (LFAW) stake by 0.96% in Q1 2026, selling an estimated $180 and leaving 103 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8000.

UBS Group first reported a position in LFAW in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.7K in Q4 2025. 3 funds tracked by Wall St. Rank hold LFAW as of Q1 2026.

UBS Group held 103 shares of LifeX 2060 Longevity Income ETF worth $18.3K as of Q1 2026.
UBS Group sold 1 LifeX 2060 Longevity Income ETF share in Q1 2026, an estimated $180.
LifeX 2060 Longevity Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8000 holding.
UBS Group first reported a position in LifeX 2060 Longevity Income ETF in Q3 2025 and has held it in 3 quarters since.
UBS Group's LifeX 2060 Longevity Income ETF position peaked at $18.7K in Q4 2025.
3 funds tracked by Wall St. Rank held LifeX 2060 Longevity Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.